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Quiver Quantitative
JUST IN: Secretary Bessent says that reports of him calling Elon a fraud are fake news https://t.co/xGWZE2ScVX
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JUST IN: Secretary Bessent says that reports of him calling Elon a fraud are fake news https://t.co/xGWZE2ScVX
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What do you think $TSLA revenue mix will look like 10 years from now? 🧐 https://t.co/oAZPYwDM64
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What do you think $TSLA revenue mix will look like 10 years from now? 🧐 https://t.co/oAZPYwDM64
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App Economy Insights
$ORCL Oracle Q4 FY25 (May quarter).
Larry Ellison: "MultiCloud database revenue from Amazon, Google and Azure grew 115% from Q3 to Q4."
• RPO +41% Y/Y to $138B.
• Revenue +11% Y/Y to $15.9B ($0.3B beat).
• Non-GAAP EPS $1.70 ($0.06 beat).
Cloud revenue +27% Y/Y to $6.7B:
• Application (SaaS) +12% Y/Y to $3.7B.
• Infrastructure (IaaS) +52% Y/Y to $3.0B.
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$ORCL Oracle Q4 FY25 (May quarter).
Larry Ellison: "MultiCloud database revenue from Amazon, Google and Azure grew 115% from Q3 to Q4."
• RPO +41% Y/Y to $138B.
• Revenue +11% Y/Y to $15.9B ($0.3B beat).
• Non-GAAP EPS $1.70 ($0.06 beat).
Cloud revenue +27% Y/Y to $6.7B:
• Application (SaaS) +12% Y/Y to $3.7B.
• Infrastructure (IaaS) +52% Y/Y to $3.0B.
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Capital Employed
RT @capitalemployed: Some say finstack (financial substack) is getting saturated - too many newsletters.
We don’t think that’s true. Most finstacks discuss the same old stocks - Nvidia, Amazon etc.
There’s over 50,000 publicly traded companies worldwide -so plenty more to research and analyse.
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RT @capitalemployed: Some say finstack (financial substack) is getting saturated - too many newsletters.
We don’t think that’s true. Most finstacks discuss the same old stocks - Nvidia, Amazon etc.
There’s over 50,000 publicly traded companies worldwide -so plenty more to research and analyse.
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$10,000 invested in $MSFT 25 years ago would be worth $12.5 MILLION today.
Which stock do you think has that kind of potential now? https://t.co/OP1xKjkWZI
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$10,000 invested in $MSFT 25 years ago would be worth $12.5 MILLION today.
Which stock do you think has that kind of potential now? https://t.co/OP1xKjkWZI
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Dimitry Nakhla | Babylon Capital®
5 High-Quality Stocks with Unwavering Growth: Consistent Revenue Increases for 20 Consecutive Years | EPS CAGR | LTM ROIC 💵
Stick around as we dive into each stock’s strengths and why they’re built to last🧵 https://t.co/zIxdcKIcfl
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5 High-Quality Stocks with Unwavering Growth: Consistent Revenue Increases for 20 Consecutive Years | EPS CAGR | LTM ROIC 💵
Stick around as we dive into each stock’s strengths and why they’re built to last🧵 https://t.co/zIxdcKIcfl
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Quiver Quantitative
JUST IN: Representative Josh Gottheimer has filed 24 new trades
He bought stock in Sea Limited, $SE
Sea is a Singaporean financial services company
Gottheimer sits on the Financial Services Committee
First time we have seen him buy this stock
Full trade list up on Quiver https://t.co/EAFiF1nEBW
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JUST IN: Representative Josh Gottheimer has filed 24 new trades
He bought stock in Sea Limited, $SE
Sea is a Singaporean financial services company
Gottheimer sits on the Financial Services Committee
First time we have seen him buy this stock
Full trade list up on Quiver https://t.co/EAFiF1nEBW
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Offshore
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Quiver Quantitative
Bessent: Interesting to see you aligned with Elon Musk
Elizabeth Warren: You're no more shocked than I am https://t.co/3CArsZtGlo
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Bessent: Interesting to see you aligned with Elon Musk
Elizabeth Warren: You're no more shocked than I am https://t.co/3CArsZtGlo
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$ASML:
🔹Revenue is up +48%
🔹Free cash flow is up +29%
🔹Holds $5B in cash
🔹Trading at 33x forward price to free cash flow
The backbone of modern tech for a reasonable price👌 https://t.co/07jwJ4lGdR
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$ASML:
🔹Revenue is up +48%
🔹Free cash flow is up +29%
🔹Holds $5B in cash
🔹Trading at 33x forward price to free cash flow
The backbone of modern tech for a reasonable price👌 https://t.co/07jwJ4lGdR
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Quiver Quantitative
UPDATE: We recently posted a report on a purchase of Amphenol stock by Representative Byron Donalds.
It caught our attention because we'd never seen him trade the stock before.
They released a strong earnings report right after his trade.
The stock has now risen 46% since. https://t.co/AeUUu8132j
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UPDATE: We recently posted a report on a purchase of Amphenol stock by Representative Byron Donalds.
It caught our attention because we'd never seen him trade the stock before.
They released a strong earnings report right after his trade.
The stock has now risen 46% since. https://t.co/AeUUu8132j
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